Gainsight + GoCanvas
Create or update Gainsight companies with new GoCanvas submissions
Effortlessly manage your new submissions from the GoCanvas app by setting up this workflow to create or update company information in Gainsight. Whenever a new submission occurs in GoCanvas, this automation will ensure that the corresponding company data is updated in Gainsight, streamlining your data management process and ensuring consistency across platforms. Maintain accurate company records without any manual intervention and focus on what really matters - growing your business.
Effortlessly manage your new submissions from the GoCanvas app by setting up this workflow to create or update company information in Gainsight. Whenever a new submission occurs in GoCanvas, this automation will ensure that the corresponding company data is updated in Gainsight, streamlining your data management process and ensuring consistency across platforms. Maintain accurate company records without any manual intervention and focus on what really matters - growing your business.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create or Update Company
Allows the user to dynamically populate all fields and create/update a company
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
Object Name
ActionRequired
Update Key
Object NameRequired
ActionRequired
Update Key
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
Upsert Person
Allows the user to create/update a person with dynamic input fields
